Shane
Pouliot
Modera Wealth Management, LLC
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About this Advisor
Shane Pouliot is a financial advisor based in Charlotte, North Carolina, working with Modera Wealth Management, LLC. Shane has previously held positions at Colorado State University, Charles Schwab Investment Advisory, Boston Hill Advisors, and Modera Wealth Management. Shane is registered to provide services in North Carolina. Currently, Shane is part of Modera Wealth Management, LLC, which operates out of Charlotte, North Carolina. The firm has 20 offices and 200 employees. The firm manages assets totaling $12.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Modera Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Modera Wealth Management, LLC Brokerage Details
$12,532,443,204
200
18,992
$659,880
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Shane Pouliot Work History
Modera Wealth Management
Boston Hill Advisors
Charles Schwab Investment Advisory
Colorado State University
Disclosures
Please visit the SEC profile of Shane Pouliot to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Modera Wealth Management, LLC
Boston, MA
Atlanta, GA
Westwood, NJ
Westwood, NJ
Westwood, NJ
Charlotte, NC
Bountiful, UT
Charlotte, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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